We are live on
!
Find out more
SICM
Sustainable Insight Capital Management Portfolio holdings
AUM
$298M
1-Year Est. Return
20.03%
This Fund
S&P 500
1 Year Est. Return
+20.03%
AUM
$298M
AUM Growth
-$1.81M
(-0.61%)
Holding
94
Top Buys
| 1 | +$8.8M | |
| 2 | +$8.26M | |
| 3 | +$5.04M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$3.9M |
| 5 |
Ferrari
RACE
|
+$3.65M |
Top Sells
| 1 | +$9.1M | |
| 2 | +$8.27M | |
| 3 | +$6.44M | |
| 4 |
Palantir
PLTR
|
+$5.29M |
| 5 |
Wells Fargo
WFC
|
+$3.81M |
Sector Composition
| 1 | Technology | 40.96% |
| 2 | Consumer Discretionary | 12.58% |
| 3 | Financials | 11.22% |
| 4 | Communication Services | 10.6% |
| 5 | Healthcare | 8.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Equinix
EQIX
$104B
| $988K | 0.33% |
1,008
+720
|
|
||
52
KLA
KLAC
$332B
| $934K | 0.31% |
+634
|
|
||
53
FirstService
FSV
$6.59B
| $910K | 0.31% |
6,538
+2,469
|
|
||
54
Micron Technology
MU
$1.11T
| $867K | 0.29% |
2,565
+1,600
|
|
||
55
Kroger
KR
$39.9B
| $818K | 0.27% |
11,301
+5,900
|
|
||
56
Applied Materials
AMAT
$450B
| $817K | 0.27% |
2,390
+900
|
|
||
57
Amphenol
APH
$189B
| $790K | 0.27% |
6,256
+700
|
|
||
58
Dollar General
DG
$25.3B
| $788K | 0.26% |
6,635
+4,200
|
|
||
59
Crown Castle
CCI
$40.2B
| $787K | 0.26% |
9,682
+7,300
|
|
||
60
Church & Dwight Co
CHD
$23.1B
| $775K | 0.26% |
+8,300
|
|
||
61
Equity Residential
EQR
$25.2B
| $735K | 0.25% |
12,428
+9,100
|
|
||
62
SBA Communications
SBAC
$21.7B
| $734K | 0.25% |
4,265
+3,200
|
|
||
63
Mid-America Apartment Communities
MAA
$16.2B
| $708K | 0.24% |
+5,800
|
|
||
64
Arista Networks
ANET
$206B
| $663K | 0.22% |
5,402
+600
|
|
||
65
Cisco
CSCO
$477B
| $642K | 0.22% |
+8,276
|
|
||
66
Suncor Energy
SU
$72.7B
| $590K | 0.2% |
8,916
-8,484
|
|
||
67
Canadian Natural Resources
CNQ
$94.5B
| $583K | 0.2% |
11,942
-10,950
|
|
||
68
Phillips 66
PSX
$71.9B
| $547K | 0.18% |
3,000
-9,751
|
|
||
69
Merck
MRK
$294B
| $531K | 0.18% |
+4,412
|
|
||
70
HDFC Bank
HDB
$124B
| $512K | 0.17% |
20,598
+6,500
|
|
||
71
Applovin
APP
$167B
| $509K | 0.17% |
1,280
+120
|
|
||
72
CBRE Group
CBRE
$39.1B
| $501K | 0.17% |
3,700
+300
|
|
||
73
Amgen
AMGN
$192B
| $477K | 0.16% |
1,357
+520
|
|
||
74
Intuitive Surgical
ISRG
$146B
| $473K | 0.16% |
1,025
+300
|
|
||
75
Pinduoduo
PDD
$116B
| $402K | 0.14% |
3,938
+1,000
|
|